Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.1B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,481
New
Increased
Reduced
Closed

Top Buys

1
+$77.6M
2
+$66.2M
3
+$60.7M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$27.7M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$27.7M

Top Sells

1
+$106M
2
+$67M
3
+$60M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$26.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$19.2M

Sector Composition

1 Technology 12.17%
2 Financials 4.71%
3 Consumer Discretionary 3.9%
4 Healthcare 3.46%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$6.97M 0.03%
98,216
+33,113
602
$6.96M 0.03%
515,813
+17,625
603
$6.92M 0.03%
137,036
-2,290
604
$6.92M 0.03%
93,118
+12,657
605
$6.91M 0.03%
128,395
+8,898
606
$6.9M 0.03%
61,373
+3,254
607
$6.89M 0.03%
15,700
-4,444
608
$6.89M 0.03%
93,579
-10,556
609
$6.88M 0.03%
526,315
+254,596
610
$6.88M 0.03%
302,076
+3,252
611
$6.88M 0.03%
159,947
-5,633
612
$6.87M 0.03%
114,024
+2,291
613
$6.84M 0.03%
87,185
-2
614
$6.83M 0.03%
83,851
+13,116
615
$6.8M 0.03%
483,980
-14,808
616
$6.79M 0.03%
148,407
+7,841
617
$6.78M 0.03%
+39,546
618
$6.77M 0.03%
38,439
+2,355
619
$6.76M 0.03%
273,117
+18,915
620
$6.74M 0.02%
134,903
+14,163
621
$6.72M 0.02%
336,988
+55,442
622
$6.71M 0.02%
28,216
-13,702
623
$6.7M 0.02%
154,372
-13,529
624
$6.67M 0.02%
464,668
-907
625
$6.67M 0.02%
156,885
+645
23 24
25
26 27